Stephanie Derks concentrates her practice on estate planning for high-net-worth families and family offices, estate and business succession planning for closely-held business owners, trust and estate administration, tax compliance, and other wealth planning matters. Stephanie understands the unique dynamics involved when working with families and family-owned companies. She strives to provide creative and comprehensive solutions to achieve clients’ estate, business, and tax planning goals. She is a member of the firm’s Estates and Trusts Practice.

Todd works with national, international and local clients on the creation, migration, modification and administration of Delaware trusts.  He represents Delaware trustees, beneficiaries, law firms and individuals throughout the country on all matters involving Delaware trusts and estates.  His practice primarily emphasizes the unique advantages of Delaware trust law, including dynasty trusts, directed trusts, asset protection trusts, trust modifications, and tax planning.  Todd also represents trustees, executors, and beneficiaries in all types of trusts and estates litigation and has served as an expert witness in litigation involving Delaware trusts.  As an estate planner, he assists high-net-worth clients with saving taxes, implementing their planning goals, and managing and preserving their wealth for future generations. 

Todd is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is a member of the Trust Administration Task Force (Past Chair) and Fiduciary Litigation Committee, and former member of the New Fellows Committee, Program Committee and Forms Taskforce.  Todd is also a member of the Board of the ACTEC Foundation.  He is also a member of the Society of Trust and Estate Practitioners. Todd holds the designation of Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC) and was inducted into the NAEPC Estate Planning Hall of Fame in 2023.  He is AV-rated by his peers in Martindale-Hubbell, is ranked Band 1 in Chambers HNW in both Private Wealth Law and Private Wealth Disputes in Delaware, is included in The Best Lawyers in America (2014-2025), and Best Lawyers named him “Delaware Lawyer of the Year” for Litigation - Trusts and Estates (2018) and for Trust and Estates (2020 and 2025).

Todd is a Past-Chair of both the Estates & Trusts and Tax Sections of the Delaware State Bar Association. Todd serves on the Legislative Drafting Committee of the Trusts and Estates Section of the Delaware State Bar Association which drafts updates to Delaware’s trust laws annually.  He is a Past-President and Past-Board Member of the Estate Planning Council of Delaware.  He served as an observer for the Drafting Committee for the Uniform Directed Trust Act and serves as an observer for the Drafting Committee for the Uniform Directed Trust Act and the Conflict of Trust and Estate Laws.  He serves on the Editorial Board of Trusts & Estates magazine, served on the Executive Committee of the Delaware Trust Conference, serves on the Advisory Board of the University of Delaware Trust Management Minor Program and Trust Certification Program, and was Chair of the 2020 Delaware Trust Conference presented by the Delaware Bankers Association.

Todd is a nationally recognized author on Delaware trust law and his articles have appeared in notable publications such as Trusts & Estates and Estate Planning magazines, among others. He is also a recognized speaker, frequently appearing before professional and business audiences across the country, including ACTEC, the Heckerling Institute, Notre Dame Tax & Estate Planning Institute, Kansas City Estate Planning Symposium, Fiduciary and Investment Risk Management Association, UHNWI, Purposeful Planning Institute, Estate Planning Councils, the Northern Trust Symposium, and the Delaware Trust Conference. 

Todd graduated with a J.D. from University of Maryland School of Law, with honors, in 1999.  He graduated summa cum laude from Drexel University in 1992 with a B.S., finance.  He is admitted to practice before the Courts of the State of Delaware and the U.S. District Court for the District of Delaware.

Rick Fogg is co-founder, Managing Director, President, and Senior Trust Officer of Lineage Trust Company, LLC, a licensed Nevada trust company based in Reno. Lineage is independently owned and works exclusively with ultra-high net worth multi-generational families. After working as a business and tax lawyer, Mr. Fogg was called into service for financially abundant families as a trusted advisor, mentor, and fiduciary. His primary interest is helping clients gain peace of mind while they pursue meaningful lives of learning, work, and engagement. Through Lineage and his almost 30 years of professional service to families, Mr. Fogg has experience with all aspects of planning, administration and transitions within families and family enterprises. Mr. Fogg graduated from Westmont College in Santa Barbara in 1992 and completed his law degree at the University of Washington, School of Law in 1996. He serves on several boards of directors of family businesses and on investment and distribution committees for family bank and fiduciary systems. He is the former governing board president and member of the Collaboration for Family Flourishing.

Torri is the Chief Learning Officer (US) for Tamarind Learning and 
has a decade of experience working with enterprising families. She 
herself is a seventh-generation member of an enterprising family
that owns a 150-year-old operating company. From an early age 
she was empowered to play an active role in governance, helping 
form a family council and championing next-gen education and 
engagement. She now sits on her family office and operating 
companies’ boards. Having experienced the variety of joys and challenges of being part of a family business herself, Torri is passionate about helping next-generation members build their confidence and credibility through empowerment and learning.

Torri attended Stetson University where she graduated with a BBA in Family Enterprise Management, and later completed the Family Firm Institute’s Certificate in family business advising and family wealth advising. She earned her master’s degree in strategic human 
resources from the University of Denver. 

Torri has shared her perspective as a rising gen stakeholder for Family Business’ Transitions conferences, Institute for Family Governance, Purposeful Planning Institute, Family Business Network, Family Office Exchange, and more. She was nominated as one of Family Business
Magazine’s “25 Under 35: Next-Gen Members to Watch.” Torri is actively involved in community efforts and charitable work to address childhood hunger on a local scale. She lives in the Philadelphia suburbs with her husband Charlie and her four-legged best friend Murray. 

Aaron Hegji advises centi-millionaires and billionaires regarding the maintenance, preservation, and succession of their wealth. Clients appreciate his ability to thoroughly understand complex systems and translate it for them. He believes the keystone to proper advice is understanding the client and this requires a sincere interest in the client’s wishes.

Mr. Hegji is (i) the Senior Planning Advisor for Planning Advisory Services, an international, planning think-tank and advisory firm, (ii) Of Counsel with Harrison LLP, a national private client services firm, and (iii) an Adjunct Professor at UNLV’s William S. Boyd School of Law in the area of Estate Planning. His work experience includes family office services, private trust company work, retail trust company work, estate planning, asset protection planning, tax planning, multi-jurisdictional planning and issues, expert witness work, professional trustee services, ERISA planning, philanthropy, M&A, tax-free reorgs, and succession planning. Previously, he was a senior associate at a variety of Nevada and California based law firms as well as the Chief Fiduciary Officer, Wealth Strategist, and member of the Board of Directors of a private retail trust company.

Mr. Hegji is a frequent lecturer for CLEs, a volunteer editor for the California Bar Journal, and has been published in BNA’s Estate Planning, California Society of CPAs, and the California Bar Journal.

Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Family Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors. In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com and his foundation, jehjf.org.

Jay was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day. He is a current active Fellow of Wise Counsel Research Foundation a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish.

He is a member of the Advisory Board of Arlington Partners, the Chair Emeritus and  Chair of Distribution and Beneficiary Life Enhancement Committee of Lineage Trust Company, mentor to the members of the Matter Family Office, a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, Founding Member of the Collaboration for Family Flourishing, a Laureate of the Purposeful Planning Institute, Director of the Learning Courage Foundation, former director of the Rocky Mountain Institute, former member of the Standing Committee of the HS2 Foundation, Emeritus Trustee of The Far Brook School, Emeritus Trustee of Prescott College, former Trustee of the Albert and Mary Lasker Foundation, Board Member of the Hemera Foundation, and Board Member of the Robert H N Ho Family Foundation, and member of The Committee on Capital Gifts of Princeton University.

He has spoken frequently at numerous international and domestic symposia on the avoidance of the “shirtsleeves to shirtsleeves” proverb and on the dynamic growth of families’ human, intellectual, social, spiritual, and financial capitals toward their families’ flourishing.

Mr. Hughes has been cited in The New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards.  In recent years he has participated in multiple podcasts and Zoom teachings.

In 2022, Mr. Hughes created a continuing legal education course, Qualitative Estate Planning, through Law Practice CLE.

Jay is a graduate of the Far Brook School (Class of 1956) which teaches through the Arts, The Pingry School (Class of 1960), Princeton University degree in history cum laude (Class of 1964)  Columbia School of Law (Class of 1967). He is a counselor to the Family Office Exchange and recipient of its Founder’s Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award and the Family Wealth Report Lifetime Achievement Award.

In 2021, The James E. Hughes, Jr. Foundation (JEHJF) was founded, in Jay’s honor and as a gift to him, to advance the field of family wealth as individual and generational well-being.  Rooted in Jay’s landmark Five Capitals research, the JEHJF is designed to spread the spirit of Jay to as many individuals that have this desire.

Gerry advises high-wealth individuals both in the United States and internationally on a wide range of wealth planning, risk management, and governance issues.

These matters include sophisticated U.S. estate planning techniques as well as forming and framing governance practices for family offices and trust administration for families with extraordinary wealth. Gerry Joyce's broad-based experience includes creating and evaluating structures for cross-border wealth transfers for families based outside the United States with intentions to maintain presence in multiple jurisdictions.

Informed by decades of experience as chief fiduciary officer for international bank and trust companies, Gerry advises individuals and institutions on trust and estates issues. He also has experience helping clients with U.S.-centric philanthropic giving and assisting families as they develop their next generation of family members and leaders by preparing them for roles in stewarding their family's wealth and the family enterprise.

Gerry also has overseen the administration of complex estates, whether dealing with contentious matters or sophisticated tax issues or managing or disposing of unique assets such as fine art and trophy properties.

Gerry has board-level experience with several state and federally chartered trust companies, including acting as chair. He draws on this experience to create a tailored and practical risk management framework for clients' fiduciary activities, whether as individuals or through a private trust company. His focus has a particular emphasis on the fiduciary aspects of risk management, including handling conflicts of interest and concentrated stock positions as well as the impact of the Corporate Transparency Act upon trusts and trustees.

Gerry is a member of the board of directors and secretary of the Samuel Waxman Cancer Research Foundation in New York City.

He also is a frequent speaker and lecturer on trust and estate issues, including cross-border planning, fiduciary investment, and planning for family enterprises.
 

Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent wealth management firm currently serving about 120 families nationally as a multi-family office. At Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously she was a partner at what is now ArentFox Schiff.

Kim is an adjunct professor at the Northwestern University Law School and on faculty for the University of Chicago Business School Executive Education. She is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board, has published on a wide variety of topics and is also a frequent lecturer in a variety of venues across the country. She is co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th Ed. forthcoming 2024), and has been a contributing author in books, including the recent Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors.

Kim is an ACTEC Regent, Past President of the Chicago Estate Planning Council, Planning Chair for ALI-CLE Large Estates, and Estate Planning & Legal Issues Domain Chair for the UHNW Institute.  She serves on the Founders' Committee for The University of Chicago Center of Law and Finance and on advisory boards for multiple local philanthropic organizations.

Kim received her B.A., with distinction and departmental honors in Psychology, from Stanford University and her J.D. from The University of Chicago Law School. She is an AEP^® (Distinguished) and a 21/64 Certified Advisor.

Jason Kohout is a partner practicing with Foley & Lardner LLP. He is the chair of the firm’s Family Offices Team and assists families and business owners in tax planning, business succession, and philanthropy. In addition, he works extensively with nonprofit organizations in the areas of governance, fundraising and tax exemption matters. Jason’s broad experience, in conjunction with his in-depth knowledge of tax, corporate and trust law, allows him to provide creative and practical solutions for his clients, especially for clients that own businesses or have philanthropic interests or nonprofit organizations focused on governance or 
fundraising

Raymond “Ray” C Odom CFP® is an attorney in the law firm of Hoogendoorn & Talbot Chicago, Illinois specializing in Trust & Estate work for affluent and ultra-affluent families. Ray has been Tax Counsel, Trust Administrator and Wealth Advisor for prestigious trust companies serving America’s wealthiest families.

Kirby Rosplock, PhD, founded Tamarind Partners, Inc. in 2014, a leading family office consultancy named 2019 & 2023 Best Family Office Management Consultancy and Best Family Wealth Counseling by the Family Wealth Report in 2022 & 2019. She is also CEO and co-founder of Tamarind Learning in 2020, winner of Best Specialty Firm 2022 from the Family Wealth Report. Tamarind Learning is an online learning platform for families, beneficiaries, and their advisors. Recognized by her peers as an innovator, educator, trusted advisor, lauded author, and world-renowned speaker, Kirby helps both business-owning families and family offices.  Born into a complex, enterprising family, Kirby understands firsthand being a beneficial owner, inheritor, fiduciary, board member, and operator.

Kirby combines her life experiences with her passions for research, client advisory, and her love of writing, culminating in many articles, research studies, and books including The Complete Family Office Handbook (1st & 2nd Ed.) and The Complete Direct Investing Handbook. Kirby received honors, including the prestigious Family Wealth Industry Thought Leadership award in 2018 from the Family Wealth Alliance and the Richard Beckhard Practice Award for lifetime achievement and outstanding contributions to family business practice from the Family Firm Institute (FFI) in 2018. Kirby has authored several books, white papers, articles, and research studies and hosts the Tamarind Learning Podcast series. She has been a guest on numerous podcast series, spoken internationally, and featured in publications globally.

Kirby earned her undergraduate degree from Middlebury College, MBA from Marquette University, and PhD from Saybrook University. For more than 25 years, she has worked in the world of finance, family wealth, and family business, including working in the securities industry for a broker-dealer and more than a decade in a prominent multi-family office as the head of Research and Development. Kirby is Dean of Family Office at the Purposeful Planning Institute, a Fellow and former Family Governance Faculty of the FFI GEN Program, a co-trustee of the Harbeck Family Foundation, and on faculty and the board of Family Office Real Estate Institute (FOREI).
 

Meghan Tepas is a Partner in the Croke Fairchild Duarte & Beres Litigation & Investigations and Private Client Services practice groups.

Meghan is passionate about litigation and approaches each case with creativity, out-of-the-box thinking, and determination. Meghan’s practice focuses on trust, estate, and fiduciary disputes where she represents beneficiaries, trustees, executors, and family-business owners. She has successfully litigated controversies involving breach of trust, trustee removal, and intra-family disputes relating to family businesses, as well as numerous general commercial litigation, breach of fiduciary duty, restrictive covenant, and breach of contract matters. 

Meghan’s representation of her clients often begins in the early stages of a conflict, counseling and advising on how best to avoid litigation, particularly for matters involving families and personal relationships. However, when litigation is unavoidable, Meghan handles matters zealously through trial and post-trial appellate proceedings. Meghan also represents clients in private arbitration hearings.

Heather Abramson is the Managing Director, Core Membership for Family Office Exchange (FOX). In her role, Heather works with business-owning family members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Heather also runs FOX’s Rising Gen Community, which is designed to provide next-generation family members an opportunity to learn, share experiences, and develop skills as future leaders. Heather has held multiple roles at FOX including membership development.​

Before joining FOX in 2008, Heather served as strategic marketing and events manager at Aon Corporation. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier in her career, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbying organization. She also has previous experience working in a Chicago-based family office.​

Heather has a B.A. degree in journalism, public relations, and political science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with an M.A. in organizational and multi-cultural communications.

Allison Lawshe is a purpose-driven professional dedicated to empowering individuals and families to step into their greatness and amplify their impact – for themselves, their families, their communities, and the world. As the Senior Manager of the Learning Center at Family Office Exchange, she partners in the design and delivery of learning programs, customized consulting projects, content creation and thought leadership for families, family office staff and advisors. She is a professional coach and champions leadership development, rising gen engagement, and family learning. In addition to serving as a key contributor to the Rising Gen Leadership Program and Family Advisor Training Program, Allison spearheads FOX E-Learning, a flexible, cost-effective, and scalable learning solution that provides best practices and actionable insights based on FOX’s 35 years of collective intelligence.

Allison brings ten years of family foundation experience to her work at FOX, most recently serving on the leadership team as Chief Program Officer at the IDP Foundation, Inc. She led the international education portfolio, which included strategic planning, cultivating and managing collaborative partnerships, global advocacy efforts, and scaling a training and financing program to over 600 schools across Ghana.

Allison has an MPP from the University of Chicago, a BA in Economics and Latin American, Caribbean & Iberian Studies from the University of Wisconsin – Madison. She is a Certified Professional Coach and Everything DiSC Workplace® Facilitator. She also volunteers as an Executive Coach with the Executive Service Corps to propel the development of nonprofit leaders.

Scott Muench is the Chief Membership Officer at Family Office Exchange (FOX). In his role, Scott leads all aspects of the Financial Family market at FOX, defined as those families who no longer own an operating company and family office executives serving these families. In addition, Scott is also responsible for leading, coaching, and managing our Relationship Management team and overseeing the overall member experience.

Scott Muench​ has over twenty-five years as an institutional and ultra-high net worth investment professional, including working at SEI Investments as head of the Defined Contribution national market, working with plan sponsors on target-date fund and core investment strategy implementation. This experience working with investment committees and professionals enhanced a strong background in asset allocation, capital markets, and strategic and tactical instruments. Scott also worked at Northern Trust Asset Management as a managing director for the eastern region of the United States, working with large complex corporate institutions and asset owners, including foundations, endowments, pension plans, and ultra-high-net-worth families. Scott's experience at Northern Trust also includes the Global Family and Private Investment Office Group. He led a team of investment relationship managers working with families, family offices, and investment consultants to implement strategies to meet personal financial goals. In addition, Scott Muench​ managed the team working with 400+ family offices to achieve tax efficiency and superior risk-adjusted returns.​

Scott Muench​ received his Bachelor of Science degree in Finance from Northern Illinois University. He earned his Master's in Business Administration with concentrations in finance and accounting from DePaul's Kellstadt Graduate School of Business.